Get in Touch
We welcome the opportunity to discuss your financial goals
Contact Information
Reach out to schedule an initial consultation or to learn more about how our services might align with your investment objectives.
Office Location
Level 18, 333 Collins Street
Melbourne VIC 3000
Australia
Office Hours
Monday to Friday: 9:00 AM - 5:30 PM
Saturday: By appointment
Sunday: Closed
Initial Consultations
We offer a complimentary 30-minute introductory call to discuss your situation and determine whether our services are a suitable fit for your needs.
Request a Consultation
Complete the form below and a member of our team will respond within one business day.
Frequently Asked Questions
Common questions about working with our team
What happens during an initial consultation?
We discuss your current financial situation, goals, and concerns. This conversation helps us understand whether our services align with your needs and allows you to assess whether our approach suits you.
Do you work with clients outside Melbourne?
Yes, we serve clients throughout Australia through video consultations and our secure online portal. Many of our interstate and regional clients find this arrangement works effectively.
What is the minimum investment amount to work with you?
We typically work with clients who have at least $150,000 in investable assets, though we evaluate each situation individually. The key factor is whether our services can provide meaningful value relative to their cost.
How are your fees structured?
We charge fixed fees for specific services rather than percentage-based fees. This structure ensures our advice remains unbiased regardless of how assets are invested or which products are recommended.